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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,156 | $88,815+86.0% | $81,882+101.7% | $145,897+13.2% |
| Participation rate | 76.9% | 75.1%+1.8pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 17.29% | 1033.75%-1016.5pp | 779.47%-762.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $585 | $3,086-81.0% | $2,916-79.9% | $4,663-87.4% |
| Participant deferral / active EE | $2,002 | $4,647-56.9% | $4,323-53.7% | $6,689-70.1% |
| Admin fee / account holder | $11,782 | $8,434+39.7% | $7,360+60.1% | $13,390-12.0% |